WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $164,000 | -63.6% | 2,856 | -65.9% | 0.02% | -65.2% |
| Q3 2016 | $450,000 | -45.5% | 8,374 | -48.7% | 0.07% | -50.0% |
| Q2 2016 | $825,000 | -96.4% | 16,332 | -96.3% | 0.13% | -96.5% |
| Q1 2016 | $23,064,000 | +58.0% | 444,221 | +63.8% | 3.78% | +50.1% |
| Q4 2015 | $14,596,000 | +9.1% | 271,247 | +10.8% | 2.52% | -9.7% |
| Q3 2015 | $13,376,000 | -30.7% | 244,751 | -21.9% | 2.79% | -35.3% |
| Q2 2015 | $19,303,000 | – | 313,416 | – | 4.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 796,014 | $31,442,553 | 5.38% |
| Hall Kathryn A. | 201,820 | $7,971,890 | 2.71% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 98,720 | $3,899,448 | 2.63% |
| Sharper & Granite LLC | 94,405 | $3,728,998 | 2.16% |
| New Legacy Group, LLC | 20,000 | $790,000 | 2.16% |
| Private Portfolio Partners LLC | 177,020 | $6,992,270 | 1.81% |
| Sunesis Advisors, LLC | 32,860 | $1,297,970 | 0.92% |
| CONDOR CAPITAL MANAGEMENT | 160,409 | $6,336,164 | 0.78% |
| DHK Financial Advisors, Inc. | 19,936 | $787,473 | 0.70% |
| VALLEY WEALTH MANAGERS, INC. | 127,127 | $5,021,517 | 0.42% |